The Bornhoft Group Corporation (Denver)

The Bornhoft Group Corporation is an adviser based in Denver. It manages $14.06 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado and Delaware.

The Bornhoft Group Corporation provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Bornhoft Group Corporation: assets under management

The assets under management (AUM) of The Bornhoft Group Corporation is $14.06 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -91% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $14.06 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.69 million each.

The Bornhoft Group Corporation has custody of $14.06 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Bornhoft Group Corporation for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Bornhoft Group Corporation

Richard Eugene Bornhoft has been acting as President since 1 Jul 1997. Thomas Odonnell joined the executive team most recently as the Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Eugene Bornhoft	President	1 Jul 1997	75% - 100%	1749875
Ronnie Santiago Montano	Coo	1 Jul 1997	Other	3014160
Thomas Odonnell	Partner	1 Jan 2010	Other	2691826
Brian R Bell	Director of research	1 Jan 2010	Other	5763546

Based in Denver

The principal office where The Bornhoft Group Corporation performs its advisory services is located at 1775 Sherman Street, Denver, CO 80203, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.